ECM

Evergreen Capital Management Portfolio holdings

AUM $4.2B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.07B
AUM Growth
+$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$25.4M
3
+$24.6M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$17.5M
5
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$12.2M

Top Sells

1
+$65.7M
2
+$8.55M
3
+$8.04M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.59M
5
KMI icon
Kinder Morgan
KMI
+$6.23M

Sector Composition

1 Technology 16.05%
2 Energy 8.58%
3 Financials 7.05%
4 Industrials 6.63%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$253K 0.01%
4,299
-994
827
$253K 0.01%
1,455
+146
828
$253K 0.01%
29,032
+263
829
$253K 0.01%
+1,269
830
$253K 0.01%
240
+1
831
$253K 0.01%
3,336
+46
832
$253K 0.01%
2,075
+20
833
$253K 0.01%
1,629
+104
834
$253K 0.01%
5,001
-685
835
$252K 0.01%
6,402
836
$252K 0.01%
5,652
+349
837
$251K 0.01%
4,106
-411
838
$250K 0.01%
4,122
+5
839
$250K 0.01%
434
+2
840
$250K 0.01%
+1,349
841
$249K 0.01%
31,711
-431
842
$249K 0.01%
3,013
+190
843
$249K 0.01%
3,781
+221
844
$248K 0.01%
+14,811
845
$248K 0.01%
6,226
+273
846
$247K 0.01%
14,807
-1,898
847
$246K 0.01%
+3,792
848
$246K 0.01%
1,015
+31
849
$246K 0.01%
9,247
+38
850
$246K 0.01%
25,572
+13,182
32 33
34
35 36